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Dakota Wealth Management’s ExxonMobil XOM Stock Holding History

Dakota Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.3M Sell
326,055
-10,059
-3% -$1.47M 1.2% 19
2025
Q4 		$40.4M Buy
336,114
+74,300
+28% +$8.62M 0.72% 26
2025
Q3 		$29.5M Buy
261,814
+16,272
+7% +$1.81M 0.59% 37
2025
Q2 		$26.5M Buy
245,542
+20,960
+9% +$2.24M 0.56% 39
2025
Q1 		$26.7M Sell
224,582
-7,498
-3% -$829K 0.62% 35
2024
Q4 		$25M Sell
232,080
-21,078
-8% -$2.47M 0.57% 38
2024
Q3 		$29.7M Buy
253,158
+30,816
+14% +$3.56M 0.67% 31
2024
Q2 		$25.6M Buy
222,342
+12,002
+6% +$1.4M 0.6% 29
2024
Q1 		$24.4M Buy
210,340
+10,068
+5% +$1.05M 0.61% 30
2023
Q4 		$20M Sell
200,272
-45,490
-19% -$4.78M 0.78% 24
2023
Q3 		$28.9M Buy
245,762
+17,881
+8% +$1.96M 1.28% 11
2023
Q2 		$24.4M Buy
227,881
+16,377
+8% +$1.79M 1.15% 15
2023
Q1 		$23.2M Buy
211,504
+1,335
+0.6% +$148K 1.55% 4
2022
Q4 		$23.2M Sell
210,169
-9,661
-4% -$1.04M 1.64% 5
2022
Q3 		$19.2M Buy
219,830
+113,312
+106% +$10.3M 1.55% 7
2022
Q2 		$9.12M Buy
106,518
+7,164
+7% +$646K 0.84% 30
2022
Q1 		$8.21M Buy
99,354
+13,890
+16% +$1.08M 0.67% 34
2021
Q4 		$5.23M Buy
85,464
+78,329
+1,098% +$4.9M 0.55% 49
2021
Q3 		$420K Buy
7,135
+204
+3% +$11.6K 0.05% 253
2021
Q2 		$437K Sell
6,931
-877
-11% -$52.4K 0.05% 237
2021
Q1 		$436K Sell
7,808
-1,134
-13% -$59.5K 0.06% 224
2020
Q4 		$369K Sell
8,942
-2,728
-23% -$102K 0.05% 233
2020
Q3 		$401K Sell
11,670
-1,108
-9% -$45.3K 0.06% 201
2020
Q2 		$571K Sell
12,778
-674
-5% -$30.2K 0.1% 159
2020
Q1 		$511K Sell
13,452
-12,301
-48% -$679K 0.11% 147
2019
Q4 		$1.8M Sell
25,753
-5,907
-19% -$408K 0.29% 87
2019
Q3 		$2.24M Sell
31,660
-14,269
-31% -$1.03M 0.38% 75
2019
Q2 		$3.52M Sell
45,929
-3,468
-7% -$268K 0.67% 39
2019
Q1 		$3.99M Buy
49,397
+32,893
+199% +$2.51M 0.79% 34
2018
Q4 		$1.25M Buy
16,504
+1,606
+11% +$126K 0.28% 77
2018
Q3 		$1.27M Sell
14,898
-3,331
-18% -$272K 0.28% 82
2018
Q2 		$1.51M Buy
18,229
+11,208
+160% +$893K 0.42% 59
2018
Q1 		$524K Sell
7,021
-1,103
-14% -$88.2K 0.27% 48
2017
Q4 		$679K Sell
8,124
-117
-1% -$9.68K 0.36% 43
2017
Q3 		$676K Hold
8,241
– – 0.37% 44
2017
Q2 		$665K Buy
8,241
+911
+12% +$74.5K 0.37% 45
2017
Q1 		$601K Buy
7,330
+532
+8% +$44.4K 0.35% 44
2016
Q4 		$614K Sell
6,798
-50
-0.7% -$4.37K 0.4% 35
2016
Q3 		$598K Buy
6,848
+41
+0.6% +$3.64K 0.39% 36
2016
Q2 		$638K Sell
6,807
-450
-6% -$39.8K 0.43% 35
2016
Q1 		$607K Sell
7,257
-2,680
-27% -$215K 0.44% 34
2015
Q4 		$775K Hold
9,937
– – 0.53% 31
2015
Q3 		$739K Sell
9,937
-75
-0.7% -$5.78K 0.51% 31
2015
Q2 		$833K Sell
10,012
-1,092
-10% -$93.9K 0.5% 31
2015
Q1 		$944K Buy
11,104
+362
+3% +$32.1K 0.56% 29
2014
Q4 		$993K Buy
+10,742
New +$1M 0.62% 30

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dakota Wealth Management's XOM Position: Q1 2026 in Review

Dakota Wealth Management reduced its ExxonMobil (XOM) stake by 3% in Q1 2026, selling an estimated $1.47M and leaving 326,055 shares worth $55.3M. The position accounts for 1.2% of the portfolio, ranked #19.

Dakota Wealth Management first reported a position in XOM in Q4 2014 and has held it in 46 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Dakota Wealth Management held 326,055 shares of ExxonMobil worth $55.3M as of Q1 2026.
  • Dakota Wealth Management sold 10,059 ExxonMobil shares in Q1 2026, an estimated $1.47M.
  • ExxonMobil made up 1.2% of Dakota Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Dakota Wealth Management first reported a position in ExxonMobil in Q4 2014 and has held it in 46 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.